Aviance Capital Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Aviance Capital Partners’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.35M	Buy	142,539 +4,629	+3%	+$45.1K	0.16%	122
2025 Q4	$1.37M	Buy	137,910 +6,173	+5%	+$61.9K	0.16%	121
2025 Q3	$1.34M	Buy	131,737 +309	+0.2%	+$3.15K	0.16%	129
2025 Q2	$1.35M	Sell	131,428 -3,236	-2%	-$32K	0.18%	129
2025 Q1	$1.34M	Buy	134,664 +1,721	+1%	+$17.4K	0.19%	121
2024 Q4	$1.3M	Sell	132,943 -978	-0.7%	-$9.99K	0.18%	124
2024 Q3	$1.41M	Buy	133,921 +1,341	+1%	+$13.5K	0.19%	128
2024 Q2	$1.29M	Buy	132,580 +5,744	+5%	+$55.5K	0.18%	123
2024 Q1	$1.24M	Buy	126,836 +5,514	+5%	+$53.9K	0.18%	129
2023 Q4	$1.16M	Sell	121,322 -13,165	-10%	-$120K	0.25%	104
2023 Q3	$1.22M	Sell	134,487 -21,414	-14%	-$199K	0.27%	100
2023 Q2	$1.46M	Buy	155,901 +6,805	+5%	+$63.3K	0.31%	93
2023 Q1	$1.47M	Buy	149,096 +4,355	+3%	+$43.7K	0.33%	84
2022 Q4	$1.36M	Sell	144,741 -40,639	-22%	-$393K	0.32%	82
2022 Q3	$1.71M	Buy	185,380 +499	+0.3%	+$5.22K	0.42%	60
2022 Q2	$1.91M	Buy	184,881 +25,312	+16%	+$271K	0.43%	62
2022 Q1	$1.87M	Buy	159,569 +24,343	+18%	+$294K	0.34%	82
2021 Q4	$1.77M	Buy	135,226 +3,155	+2%	+$41.5K	0.3%	79
2021 Q3	$1.74M	Sell	132,071 -64,495	-33%	-$856K	0.31%	83
2021 Q2	$2.61M	Buy	196,566 +26,965	+16%	+$347K	0.46%	52
2021 Q1	$2.14M	Buy	169,601 +1,871	+1%	+$23.5K	0.41%	61
2020 Q4	$2.1M	Sell	167,730 -5,500	-3%	-$66.2K	0.43%	57
2020 Q3	$1.96M	Buy	173,230 +8,504	+5%	+$98.3K	0.44%	58
2020 Q2	$1.86M	Buy	164,726 +14,140	+9%	+$154K	0.46%	51
2020 Q1	$1.59M	Sell	150,586 -4,810	-3%	-$59.6K	0.5%	47
2019 Q4	$2.06M	Buy	155,396 +22,253	+17%	+$285K	0.53%	49
2019 Q3	$1.66M	Sell	133,143 -5,125	-4%	-$64.4K	0.49%	54
2019 Q2	$1.75M	Sell	138,268 -3,945	-3%	-$49.9K	0.48%	48
2019 Q1	$1.8M	Sell	142,213 -17,122	-11%	-$213K	0.52%	43
2018 Q4	$1.9M	Sell	159,335 -5,546	-3%	-$67.6K	0.67%	34
2018 Q3	$2.09M	Buy	164,881 +4,058	+3%	+$51.4K	0.5%	41
2018 Q2	$2.02M	Buy	160,823 +28,376	+21%	+$364K	0.59%	37
2018 Q1	$1.72M	Buy	132,447 +16,718	+14%	+$222K	0.52%	46
2017 Q4	$1.58M	Sell	115,729 -3,694	-3%	-$50.8K	0.52%	57
2017 Q3	$1.68M	Sell	119,423 -7,052	-6%	-$98.7K	0.57%	45
2017 Q2	$1.78M	Buy	126,475 +45,780	+57%	+$639K	0.57%	44
2017 Q1	$1.12M	Sell	80,695 -8,084	-9%	-$113K	0.41%	71
2016 Q4	$1.22M	Sell	88,779 -6,112	-6%	-$81.9K	0.43%	63
2016 Q3	$1.3M	Sell	94,891 -3,546	-4%	-$48.4K	0.46%	61
2016 Q2	$1.32M	Sell	98,437 -14,177	-13%	-$188K	0.49%	59
2016 Q1	$1.48M	Sell	112,614 -7,005	-6%	-$87.3K	0.52%	49
2015 Q4	$1.53M	Buy	119,619 +13,871	+13%	+$178K	0.52%	50
2015 Q3	$1.34M	Buy	105,748 +69,378	+191%	+$924K	0.55%	51
2015 Q2	$490K	Buy	36,370 +785	+2%	+$11.2K	0.18%	140
2015 Q1	$512K	Buy	35,585 +2,010	+6%	+$28.5K	0.19%	147
2014 Q4	$474K	Sell	33,575 -3,500	-9%	-$50.1K	0.18%	152
2014 Q3	$541K	Buy	37,075 +4,250	+13%	+$64.1K	0.2%	149
2014 Q2	$511K	Buy	32,825 +4,050	+14%	+$62.5K	0.2%	143
2014 Q1	$439K	Sell	28,775 -1,150	-4%	-$17.6K	0.19%	146
2013 Q4	$458K	Hold	29,925	–	–	0.19%	143
2013 Q3	$468K	Buy	29,925 +2,625	+10%	+$39.7K	0.22%	137
2013 Q2	$435K	Buy	+27,300	New	+$461K	0.23%	119